AASCX vs. VSEQX
AASCX (Thrivent Mid Cap Stock Fund) and VSEQX (Vanguard Strategic Equity Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, AASCX returned 10.59%/yr vs 12.94%/yr for VSEQX. Their correlation of 0.94 means they have usually moved in the same direction. AASCX charges 0.98%/yr vs 0.17%/yr for VSEQX.
Performance
AASCX vs. VSEQX - Performance Comparison
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Returns By Period
In the year-to-date period, AASCX achieves a 17.80% return, which is significantly lower than VSEQX's 19.38% return. Over the past 10 years, AASCX has underperformed VSEQX with an annualized return of 10.59%, while VSEQX has yielded a comparatively higher 12.94% annualized return.
AASCX
- 1D
- 0.87%
- 1M
- 0.03%
- 6M
- 15.46%
- YTD
- 17.80%
- 1Y
- 23.54%
- 3Y*
- 12.05%
- 5Y*
- 7.14%
- 10Y*
- 10.59%
- ALL TIME*
- 8.06%
VSEQX
- 1D
- 0.83%
- 1M
- -0.20%
- 6M
- 15.59%
- YTD
- 19.38%
- 1Y
- 33.97%
- 3Y*
- 18.83%
- 5Y*
- 12.49%
- 10Y*
- 12.94%
- ALL TIME*
- 10.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AASCX vs. VSEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 17.80% | 4.43% | 14.60% | 13.65% | -17.85% | 27.70% | 21.68% | 24.51% | -10.73% | 8.73% |
VSEQX Vanguard Strategic Equity Fund | 19.38% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
Correlation
The correlation between AASCX and VSEQX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.94 |
The correlation between AASCX and VSEQX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
AASCX vs. VSEQX — Risk / Return Rank
AASCX
VSEQX
AASCX vs. VSEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Vanguard Strategic Equity Fund (VSEQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AASCX | VSEQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.36 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 4.10 | -1.81 |
| Martin ratioReturn relative to average drawdown | 9.06 | 15.69 | -6.63 |
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Drawdowns
AASCX vs. VSEQX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -56.55%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for AASCX and VSEQX.
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Drawdown Indicators
| AASCX | VSEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.55% | -63.55% | +7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -7.60% | -1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -20.23% | -24.73% | +4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -32.80% | -24.73% | -8.07% |
Max Drawdown (10Y)Largest decline over 10 years | -40.67% | -44.08% | +3.41% |
Current DrawdownCurrent decline from peak | -0.61% | -1.04% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -9.02% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 1.98% | +0.38% |
Volatility
AASCX vs. VSEQX - Volatility Comparison
The current volatility for Thrivent Mid Cap Stock Fund (AASCX) is 2.80%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 3.03%. This indicates that AASCX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AASCX | VSEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 3.03% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 10.82% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 15.11% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 19.86% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 21.35% | -0.57% |
AASCX vs. VSEQX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Dividends
AASCX vs. VSEQX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 12.71%, more than VSEQX's 9.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 12.71% | 14.98% | 9.22% | 1.54% | 3.15% | 12.54% | 3.54% | 2.92% | 12.94% | 0.09% | 0.10% | 0.00% |
VSEQX Vanguard Strategic Equity Fund | 9.35% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Frequently Asked Questions
With a correlation of 0.93, AASCX and VSEQX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VSEQX has higher volatility (3.03%) compared to AASCX (2.80%). In terms of maximum drawdown, AASCX dropped -56.55% vs VSEQX's -63.55%.
VSEQX currently has the higher Sharpe Ratio (2.06 vs 1.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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